Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,682 | $135,956-22.3% | $123,894-14.7% | $273,972-61.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.55% | 56.63%-54.1pp | 47.52%-45.0pp | 41.46%-38.9pp |
| Employer contribution / active EE | $1,625 | $5,170-68.6% | $4,617-64.8% | $4,869-66.6% |
| Participant deferral / active EE | $3,584 | $6,343-43.5% | $5,984-40.1% | $5,287-32.2% |
| Admin fee / account holder | $348 | $9,817-96.5% | $8,357-95.8% | $10,133-96.6% |